At a Glance
- Tasks: Manage client relationships and provide tailored financial advice to help achieve their goals.
- Company: Established financial planning practice with a supportive team environment.
- Benefits: Competitive salary, uncapped commission, and career development opportunities.
- Other info: Excellent long-term earning potential and a collaborative work culture.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong communication skills.
An established and growing financial planning practice is seeking a Financial Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth.
This is a relationship-led role focused on delivering high-quality ongoing advice and reviews, helping clients achieve their long-term financial goals through proactive and compliant financial planning.
You’ll work closely with Directors, paraplanning and operations teams to deliver a seamless client experience, while also identifying opportunities to increase funds under management across both existing and prospective clients.
Key responsibilities include:
- Managing relationships with an existing client bank
- Conducting annual and interim financial reviews
- Providing holistic financial planning advice across investments, pensions, protection and tax-efficient planning
- Identifying opportunities to increase FUM and generate new business
- Producing compliant financial recommendations and suitability reports
- Monitoring portfolios and recommending strategic adjustments where appropriate
- Maintaining accurate FCA-compliant records and documentation
- Working collaboratively with paraplanning and administration teams
- Supporting best practice initiatives and continuous improvement across the business
This is an excellent opportunity for an adviser looking to join a supportive and professional environment with strong long-term earning potential.
The Candidate:
- Level 4 Diploma in Regulated Financial Planning (essential or working towards)
- Chartered status or working towards Chartered desirable
- Experience delivering financial advice and client reviews
- Strong relationship-building and communication skills
- Commercially aware with a client-centric approach
- Strong understanding of FCA compliance requirements
- Ability to explain complex financial matters clearly and confidently
- Professional, trustworthy and proactive approach
The Package:
- Salary £45,000–£60,000
- Uncapped commission on new business
- Existing client portfolio provided
- Full-time permanent position
- Career development and progression opportunities
- Supportive team environment
Financial Adviser in Pattingham employer: Modus Talent
Join a highly regarded law firm in Winchester as a Residential Property Lawyer, where you will thrive in a supportive and collaborative environment. With a competitive salary, generous annual leave, and excellent long-term career development opportunities, this firm is dedicated to delivering exceptional client service while fostering strong relationships within the team. Experience the benefits of working in a CQS accredited practice that values your expertise and offers a pathway for professional growth.
